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Schwartz, Andy
Chief Executive Officer
RIAs: More Than $10 Billion AUM/AUA
Luminaries 2026 Impact Statement
Andy Schwartz has spent four decades building one firm, and the past 18 months represent the most consequential chapter yet. Under his leadership, OnePoint BFG Wealth Partners grew assets under management from $9.1 billion in 2024 to $16-plus billion, completed a major acquisition, executed a full rebrand, and transitioned approximately 80 percent of client assets to a W2 advisor model, one of the most structurally significant moves in the RIA industry. He did not manage this transformation from a distance. When a firmwide data transition was required, Andy subjected his own practice to the process first. Andy's model is straightforward: hire well, go first, keep the client at the center, and build something that outlasts any one individual. At OnePoint BFG, that philosophy is no longer just a vision. It is a track record
